See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,652 | $83,477+5.0% | $125,175-30.0% | $72,985+20.1% |
| Participation rate | 63.8% | 73.3%-9.5pp | 79.8%-16.0pp | 69.5%-5.7pp |
| Annual return | 21.43% | 25.78%-4.3pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,701 | $2,345-27.5% | $3,865-56.0% | $2,440-30.3% |
| Participant deferral / active EE | $3,709 | $3,585+3.5% | $4,937-24.9% | $3,607+2.8% |
| Admin fee / account holder | $2,191 | $5,517-60.3% | $9,702-77.4% | $5,124-57.3% |